Y-Intercept (HK)
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Y-Intercept (HK)’s Spire SR Stock Holding History

Y-Intercept (HK)’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-44,854
Closed -$3.5M – 2070
2026
Q2 		$3.5M Buy
44,854
+32,978
+278% +$2.83M 0.07% 413
2026
Q1 		$1.08M Buy
11,876
+4,404
+59% +$386K 0.02% 1000
2025
Q4 		$618K Sell
7,472
-12,291
-62% -$1.05M 0.01% 1169
2025
Q3 		$1.61M Sell
19,763
-21,313
-52% -$1.62M 0.04% 733
2025
Q2 		$3M Buy
+41,076
New +$3.08M 0.07% 423
2025
Q1 		– Sell
-3,148
Closed -$214K – 1585
2024
Q4 		$214K Buy
+3,148
New +$211K 0.01% 1035
2023
Q2 		– Sell
-7,430
Closed -$521K – 1702
2023
Q1 		$521K Buy
+7,430
New +$527K 0.06% 510
2022
Q4 		– Sell
-4,503
Closed -$281K – 1328
2022
Q3 		$281K Sell
4,503
-770
-15% -$55K 0.03% 723
2022
Q2 		$392K Buy
5,273
+2,240
+74% +$168K 0.05% 494
2022
Q1 		$218K Sell
3,033
-1,553
-34% -$103K 0.05% 586
2021
Q4 		$299K Buy
+4,586
New +$290K 0.07% 400

Other funds holding SR

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Y-Intercept (HK)'s SR Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Spire (SR) in Q3 2026, closing a stake of 44,854 shares — an estimated $3.5M sold.

Y-Intercept (HK) first reported a position in SR in Q4 2021 and held it in 11 quarters. The position peaked at $3.5M in Q2 2026. 47 funds tracked by Wall St. Rank hold SR as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Spire position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 44,854 Spire shares in Q3 2026, an estimated $3.5M.
  • Y-Intercept (HK) first reported a position in Spire in Q4 2021 and held it in 11 quarters.
  • Y-Intercept (HK)'s Spire position peaked at $3.5M in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.